I haven't seen any discussion on Berkshire Hathaway but it seems to me very relevant. To me it seems hands down certain that the worse the current conditions get, the more likely Berkshire will emerge the strongest company on the planet.===============================Given the integrity of BRKs books and ACTUAL cash position, this is a correct understanding of BRK's long-term (meaning 2+ years out) position. I suspect this led to much of the run-up in 2007 in BRK's stock. Of course, the downside to buying BKR over short horizons is that any intervention by the Fed or Treasury to backstop failures temporarily reverses the flight to safety driving up BRK. If you're thinking of getting in, I'd buy during periods of maximum confidence (thought likely misguided confidence) in the overall market when the fear factor premium for BRK is likely at a minumum.Per some other comments in the thread...I imagine BRK will take a 10-15 percent dip should something unfortunate happen to WEB but unlike ANY other firm on the planet, I am 100% confident BRK has a pool of executive talent with the proper sense of history, discipline and humility to outperform the executive pool of the rest of Corporate America.WTH
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